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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1001
Broadwater Capital
Massachusetts
$36K -$2.42M -29,908 -99%
BONH
1002
Bank of New Hampshire
New Hampshire
$36K -$6.48K -80 -17%
FCAS
1003
First Command Advisory Services
Texas
$36K – – –
PP
1004
Pingora Partners
Wyoming
$36K – – –
WAM
1005
Wolverine Asset Management
Illinois
$36K – – –
AWM
1006
Activest Wealth Management
Florida
$35.2K +$13.5K +167 +75%
EIM
1007
Essex Investment Management
Massachusetts
$35.1K – – –
OAJ
1008
Ogorek Anthony Joseph
New York
$35K -$1.05K -13 -3%
MG
1009
MilWealth Group
Wisconsin
$34.9K – – –
CIR
1010
Clear Investment Research
Georgia
$34.5K +$4.37K +54 +16%
OIA
1011
Optimum Investment Advisors
Illinois
$34.2K – – –
GKIM
1012
GW&K Investment Management
Massachusetts
$34K +$891 +11 +3%
CAL
1013
Capital Advisors Ltd
Ohio
$33K – – –
PPA
1014
Painted Porch Advisors
California
$32.6K – – –
PGAM
1015
Princeton Global Asset Management
New Jersey
$28.4K – – –
CVM
1016
Cheviot Value Management
California
$27.8K – – –
SCM
1017
Silvant Capital Management
Georgia
$27.4K – – –
CBT
1018
Crews Bank & Trust
Florida
$27K – – –
CIAS
1019
CBIZ Investment Advisory Services
Ohio
$26.9K -$5.83K -72 -19%
BSB
1020
Bangor Savings Bank
Maine
$26.8K -$8.1K -100 -25%
PWAM
1021
Private Wealth Asset Management
Iowa
$26.5K – – –
PMIM
1022
Prudent Man Investment Management
Colorado
$26.3K – – –
MAM
1023
Meeder Asset Management
Ohio
$25.4K +$22.8K +282 New
CA
1024
CoreCap Advisors
Michigan
$25.3K +$3.32K +41 +17%
GWP
1025
Gen-Wealth Partners
Michigan
$24.8K – – –
39 40
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